Positioning for a 15-year upswing in US housing

Livewire Exclusive

Nathan Bell, Head of Research at Peters MacGregor, believes the US housing cycle is in the early stages a sustained upswing. In this video he outlines the data supporting his view and shares one way he is investing in the trend .

Interesting Facts

  • The US is at the start of a 15-year long demographic surge of people in the key home-making age group.
  • Unlike in Australia, buying is 20% cheaper than renting in the US.
  • New housing starts are still at 1.1 million /annum, well below the required level of up to 1.6 million.

About Peters MacGregor

Peters MacGregor are a value based investment manager. We pride ourselves on doing things differently – and well.

For more information please visit our website


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